Senior Tax Preparer/Accountant (US Taxes)

Are you a rock-solid Tax Preparer/CPA or Tax Accountant who knows how to keep clients compliant, maximize deductions, and support real tax strategy? We’re looking for someone who’s more than a data entry specialist — we need a proactive, organized preparer who understands small business, shortterm rentals and real estate taxes inside and out.

About Us:
We're a US boutique tax and accounting firm that supports service based business owners, real estate investors, short-term rental hosts, and high-income business owners. We specialize in clean books, audit-proof tax filings, and next-level tax strategies. Our clients aren't basic, and neither are we — which is why we need someone confident, experienced, and meticulous to help us level up this tax season and beyond.

Key Responsibilities:
-Prepare and file individual and business tax returns (1040, Schedule C, 1065, 1120S)
-Review financials and identify potential deduction opportunities
-1065, 1120S - understand how to calculate owners basis, balance sheet on tax return, book vs tax balance.
- Update tax checklists and request missing info and communicate clearly with manager during the prep process
- Collaborate with our internal bookkeeper (or client’s books) to ensure data accuracy
- Apply relevant strategies like home office deduction, Augusta Rule, depreciation, payroll to kids, etc.
-Review work for accuracy, review and learn about different state laws
- Understand US Tax Laws and take continuing education courses
- Be familiar with sales or franchise taxes for different states
-File State & Local Taxes
-Assistance with quarterly filings in US, estimated taxes, Process sales & use tax
-Client onboarding, Ad hoc tasks and adjustments as needed

**Preferably a degree in Taxation, accounting, EA or CPA

**The fixed pay rate can be discussed and negotiated depending on experience.
Hours will be 8 AM CT - 5PM CT with 1 hour lunch break. Once candidate has a proven track record over multiple months, we may discuss the opportunity to shift hours while still maintaining 4-5 overlap hours.

We are seeking an experienced tax preparers for US clients.

Experience:
3+ years experience with US Business tax filings & US personal tax filings
Prior experience in US tax software (Lacerate, Proseries, UltraTax, Drake)
Preferred experience with Drake

Requirements:
1. Strong attention to detail and organizational skills
2. Excellent client-facing and call handling abilities - must be comfortable with video and phone calls
3. Critical thinking skills to determine what's missing or needs fixing
4. Research-first mindset – ability to leverage AI, internet tools, or tax guides before asking for help
5 Strong written and spoken English communication skills
6. Ability to work remotely with a high degree of autonomy
7. Killer project management and follow-up skills
8. Ability to adapt to new systems and technologies quickly
9. Comfortable working with 4 hours overlap in US hours
10. Ability to manage multiple tasks and prioritize workload while maintaining calm
11. A dedicated and secure workspace, free of distractions
12. Assist with ad hoc projects as needed/Admin Support

*Attention to details
*Integrity
*Open to suggestions & feedback
*Self starter, organized and Motivated

HOW TO APPLY: send a short 3 min loom or other video outlining your US tax experience and a success story you're proud of to ---------- will complete a short technical assessment and an interview with our team.